Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J. S. MORTIMER, INC.
EIN 04-3529621constructionLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
45
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 45 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
J.S. MORTIMER, INC. PROFIT SHARING PLAN
401k
Assets$3.2M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
J. S. MORTIMER, INC. PENSION PLAN
CashBalance
Assets$306K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | J.S. MORTIMER, INC. PROFIT SHARING PLAN | 401k | $3.2M | 25 | 2025 | |
| 003 | J. S. MORTIMER, INC. PENSION PLAN | CashBalance | $306K | 20 | 2025 |
Retirement plans